POSITION DESCRIPTION
Senior Corporate Relationship Officer is a professional who identifies and/or assesses potential customers through collecting, analyzing, and developing appropriate information necessary for a loan. They are responsible for developing and maintaining a healthy portfolio by supporting group-related businesses as well as developing new business opportunities for the bank.
DUTY &RESPONSIBILITY
- Identify new potential strategic customers and onboard them for corporate transactional banking.
- Grow the portfolio of corporate clients through building strong relationships with prospects and networking.
- Assist in developing and implementing lending marketing plans and strategies as needed.
- Participate in business associations and other events to promote the bank's business and reputation.
- Collaborate with relevant business units, branches, or other departments to ensure business operations and services in order to enhance both existing and new customers’s satisfaction.
- Cross-sell and promote bank products and services to both existing and potential corporate deposit customers.
- Handles customer complaints; provides consultation and solutions.
- Provide customers’ consultation and advice on a on a value-added bank solution.
- Conduct surveys and keep up-to-date on the corporate lending product.
- Perform tasks as assigned by the line manager.
QUALIFICATION
- Bachelor’s Degree in Banking and Finance, Business Administration, or related majors.
- Minimum of 2 years’ experience working in a financial institution.
- Having bank products and services selling skills with corporate customers.
- Must have good command in English, both written and verbal (Chinese is a plus).
- Abilities to work independently and as a team in an effective and efficient manner, be able to work under pressure, and possess good time management skills.
- Effective negotiation, high initiative, and high commitment.
- Strong leadership, people management, communication, and problem-solving skills.
- Computer literacy includes Microsoft Word, Excel, and PowerPoint.
